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Catalyst Funds Management’s BWX Technologies BWXT Stock Holding History

Catalyst Funds Management’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Sell
1,951
-4,651
-70% -$969K 0.02% 449
2026
Q1 		$1.35M Buy
+6,602
New +$1.34M 0.23% 124
2025
Q2 		– Sell
-3,960
Closed -$391K – 468
2025
Q1 		$391K Buy
+3,960
New +$430K 0.1% 226
2024
Q4 		– Sell
-600
Closed -$65.2K – 460
2024
Q3 		$65.2K Buy
+600
New +$59.6K 0.01% 667

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Catalyst Funds Management's BWXT Position: Q2 2026 in Review

Catalyst Funds Management reduced its BWX Technologies (BWXT) stake by 70% in Q2 2026, selling an estimated $969K and leaving 1,951 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #449.

Catalyst Funds Management first reported a position in BWXT in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.35M in Q1 2026. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Catalyst Funds Management held 1,951 shares of BWX Technologies worth $380K as of Q2 2026.
  • Catalyst Funds Management sold 4,651 BWX Technologies shares in Q2 2026, an estimated $969K.
  • BWX Technologies made up 0.02% of Catalyst Funds Management's portfolio in Q2 2026, its #449 holding.
  • Catalyst Funds Management first reported a position in BWX Technologies in Q3 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's BWX Technologies position peaked at $1.35M in Q1 2026.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.